Smith & Associates Financial Services Email Formats

Financial Services • • 1-10 Employees

Key Contact at Smith & Associates Financial Services

Kelly Smith

Founder | Managing Member

Company overview

Headquarters	XX
NAICS	52
Founded	2024
Employees	1-10

About Smith & Associates Financial Services

Smith & Associates Financial Services, LLC, is a Minnesota registered investment advisor (the “Advisor”) founded and managed by Kelly Smith, ChFC®, MBA. Separate and apart from the advisory services Smith & Associates offers in connection with separately managed accounts (SMAs) for retail investors, the Advisor also provides complete, discretionary portfolio management services to Jelly Bean Genesis Fund, L.P., a private investment company or “hedge fund” that primarily invests in and trades U.S.-based large-cap stocks, ETFs, and associated derivative securities. The Advisor is affiliated with Jelly Bean Investment Group, LLC (the “General Partner”) of the hedge fund by virtue of common control and management.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Smith & Associates Financial Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Smith & Associates Financial Services has never raised funding before.

Frequently asked questions

Smith & Associates Financial Services is located in XX.

Smith & Associates Financial Services was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Smith & Associates Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Smith & Associates Financial Services

Kelly Smith

Founder | Managing Member

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